Skip to main content
Saz tech

Live tracking. Instant chat. Smarter conversations.

Zoho SalesIQ isn’t just a chat tool — it’s a complete visitor intelligence and lead conversion platform. At SAZ Tech, we implement SalesIQ to give your team real-time visibility, automated chat flows, and smart lead qualification from the moment someone visits your website.

Whether you’re new to live chat or upgrading your engagement stack, we’ll deliver a fully configured Zoho SalesIQ setup in just 6–8 business days.

What Will Be Set Up

Your Zoho SalesIQ account will be tailored to capture leads, engage visitors, and streamline conversations — with intelligent triggers, automation, and integrations:

Brand & Portal Setup  

  • Setup of 1 SalesIQ brand
  • Basic portal customization (chat widget, logo, brand color)

Live Chat Widget Configuration

  • Setup of 1 live chat widget
  • Embedding code integration assistance (client to implement on site)
  • Operator availability & routing rules settings

Visitor Tracking & Lead Scoring

  • Geo/IP-based visitor segmentation
  • Rule-based lead scoring (up to 3 custom rules)

Chat Automation  

  • Proactive triggers (up to 3) based on page visit/time spent
  • Bot setup using Zobot (basic flow up to 10 steps)
  • Canned responses configuration for FAQs

Department & Operator Setup  

  • Up to 3 departments for routing (e.g., Sales, Support, General)
  • Operator roles & permissions configuration

Integration with Zoho Suite

  • Integration with Zoho CRM ((lead and contact push)
  • Integration with Zoho Desk (create ticket from chat)

Reports & Dashboards  

  • Chat reports, missed chats, and visitor report
  • Dashboard configuration for operator activity

You Can Also Expect

  • Configured Zoho SalesIQ Portal
  • Two admin training sessions (1 hour each)
  • SOP/User Guide PDF
  • UAT support
  • Up to 3 days of go-live support

What’s Not Included

Available as Add-Ons

  • Custom Zobot scripts using Deluge or SDKs
  • Advanced chatbot integrations (Dialogflow, Watson, etc.)
  • Integration with third-party tools (e.g., WhatsApp, Shopify)

Timeline

Total Duration: 6-8 Days

Assumptions

  • Client will provide Zoho SalesIQ license and admin access
  • Website code access will be managed by client team for widget embedding
  • Chat flow and bot questions will be shared in advance

Next Steps

1. Approval of Proposal

2. Kick-off Meeting

3. Project Execution as per Timeline

Why SAZ-Tech

We don’t just add chat widgets — we implement intelligent visitor engagement systems. At SAZ Tech, we configure Zoho SalesIQ to do more than just talk — we make it convert.

From live chat to automation and CRM sync, your SalesIQ setup is designed to bring clarity to your customer journey, increase engagement, and drive qualified leads to your pipeline — instantly.